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The Botkeeper Blog
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client advisory services

4 min read
Enough about CAS! But seriously, need help with your CAS?


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Here’s what happens if your accounting firm has no capacity

Let me tell you a little story. It’s about three little pigs. WAIT! I promise you haven’t heard this one. I know, it sounds familiar. But this is a...

6 min read
Using soft skills in the search for new clients
You probably didn’t get into accounting for a love of sales. While client prospecting is an essential part of running a successful firm, it takes a...

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Ouch! Your time management is suffering. Here’s why.
Everyone wishes they had more time in their lives. While we’re constantly told money can’t buy more time, there are things we can buy to save time by...

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Client advisory services have already moved to the next phase

The accounting profession has been listening to the klaxon now for close to a decade: CAS! CAS! CAS! If you haven’t heard professional leaders tout...

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Creating a successful end-to-end CAS engagement

When many firms start a Client Advisory Services (CAS) practice, they have a tendency to jump in the same way they might if they were starting a tax...

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Want Lifelong Advisory Clients? Solve These 4 Accounting Problems

With the ongoing evolution of the accountant’s role thanks to technology (notice we didn’t say tech was replacing accountants!), it’s not always...

4 min read
How to Determine What Client Advisory Deliverables to Offer

There’s no denying that more and more firms are positioning themselves to offer their clients advisory services, and the reason is clear. Financial...